Here you can manage all of the calendars and their settings. Calendar List 1. Create Group ****This allows you to create a group with which you can set up a group calendar. If you have more than one user who would use one single calendar, it would be helpful to create a group of users […]
In this section, you will learn how to set up a new calendar with advanced customization. it will help you understand which calendar type to use and when to use it. How to Create a New Calendar To start creating new calendars simply click on the “Create Calendar” button on the right upper corner of
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Creating a Round Robin Booking If you want this new calendar to fall under an existing Group calendar, it’s best you select the Round Robin Booking calendar type. The Round Robin booking (Round Robin scheduling) allows you to determine how you want leads to be distributed among your assigned team members. Select Calendar Group Once
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“Team” calendars are now referred to as “Groups”. In this section, you will learn how to add a group calendar. Adding a Group calendar is now done within the calendars settings tab, Users are directly added to their respective Calendars within the Team & Event Step in the calendar modal. Overview Groups have multiple users
Although your CRM will automatically add contacts into your system whenever there is a text, call, Facebook message, or email communication created, you can manually add a new contact into your CRM with this button. When you click on the button, it directs you to the information page where you can input the contact details.
Pipeline Change Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities section. Add/Update Opportunity To add a contact to any of your opportunities, you have to select the contact/s you want to add or update 1 Select Pipeline Select the pipeline you will like
Add Tag If you need to add a tag to a single contact or a group of contacts, you would select the contacts below and then use this button. Adding Contact Tags Here You can click on the space provided to drop down the tag menu, then select the tag(s) you want to add the
Remove Tag If you need to remove a tag from a single contact or a group of contacts, you would select the contacts below and then use this button. Removing Contact Tags Tags Here You can click on the space provided to drop down the tag menu, then select the added tag(s) you want to
Delete Contact In order to delete a single contact or a group of contacts, select the contacts below and use this button. If you ever need to recover a deleted contact, you can do so by navigating to the “Restore” section in your CRM. Deleting Contacts NOTE: Once you click “Confirm” for any contact(s), it
